About Us

Bringing a unique, thorough and practical approach to helping you reach your full potential, we work closely with you, empowering you to make confident and informed decisions and helping you prioritise and fulfill your lifelong ambitions with advice that makes a world of difference.

 

A Financial Adviser with over 30 years experience, Brent helps people confidently plan their futures. Brent is a foundation member of Financial Advice New Zealand, a former member of the NZ Stock Exchange and holds an Applied Finance Diploma from Kaplan University. 

Brent is also heavily involved in the local community as a member of the Chamber of Commerce Advisory Board, Trustee for the Alexandra Blossom Festival, finance convenor for the Alexandra Golf Club, treasurer for the Central Otago Flying Club, executive member of the NZ Four Wheel Drive Association and former chairman of the Area Committee for St John.

 

Brent is ably supported by Gaye Anderson as the practice's administration manager. Gaye joined the business during the Covid 19 lockdown in April 2020 and has degrees in education and psychology.